News By Tag
News By Location
Follow on Google News
Quantified STF Fund receives Morningstar's top performing equity fund award
The Quantified STF Fund (QSTFX) was named Morningstar's 2017 Top Performing U.S. Equity Mutual Fund. Awarded for its gain of 68.92% in 2017, QSTFX is used within many risk-managed investment strategies from Flexible Plan, which subadvises the fund.
"We are very proud of the Quantified STF Fund's performance last year and are thrilled that it has received this recognition. We believe its performance demonstrates the continued effectiveness of the dynamic, risk-management approach we have been employing since our founding in 1981," said Jerry Wagner, founder and president of Flexible Plan Investments.
The Quantified Funds are a family of actively managed funds designed to use dynamic asset allocation to handle risk in multiple market environments. Advisors Preferred, LLC, serves as advisor to the funds and Flexible Plan Investments serves as subadvisor. The Quantified STF Fund invests based on the price action of the NASDAQ 100 Index and seeks to generate gains by taking advantage of both up and down trends in the market. The strategy strives to outperform the NASDAQ 100 Index over the long term with less risk.
Flexible Plan Investments uses the Quantified STF Fund within many of its investment strategies, including those offered through workplace retirement accounts. These ETF and mutual fund investment strategies, which can be used within a separately managed account (SMA), are designed to respond to current market conditions and manage investment risk.
For more information, visit flexibleplan.com.
About Flexible Plan Investments, Ltd.:
Established in 1981, Flexible Plan Investments, Ltd., invests nearly $2 billion in assets for clients in its separately managed account business (as of 12/31/17). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisors can access and combine many risk-managed strategies within a single account. FPI's fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit flexibleplan.com.